Paradigm, Strategies In Wealth Management, LLC Ishares Tr Transaction History
Paradigm, Strategies In Wealth Management, LLC
- $153 Million
- Q3 2024
A detailed history of Paradigm, Strategies In Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Paradigm, Strategies In Wealth Management, LLC holds 87,599 shares of IBDV stock, worth $1.87 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
87,599
Previous 68,570
27.75%
Holding current value
$1.87 Million
Previous $1.46 Million
33.29%
% of portfolio
1.27%
Previous 0.9%
Shares
5 transactions
Others Institutions Holding IBDV
# of Institutions
195Shares Held
49.7MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.3MShares$91.8 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.46MShares$73.8 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.62MShares$56 Million1.21% of portfolio
-
Aptus Capital Advisors, LLC2.6MShares$55.5 Million0.92% of portfolio
-
Capital Advisors Inc2.33MShares$49.6 Million1.06% of portfolio